See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,689 | $65,703+10.6% | $94,224-22.9% | $59,632+21.9% |
| Participation rate | 16.3% | 72.1%-55.9pp | 78.8%-62.5pp | 68.7%-52.4pp |
| Annual return | -0.17% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $111 | $2,021-94.5% | $3,587-96.9% | $2,203-94.9% |
| Participant deferral / active EE | $680 | $3,143-78.4% | $4,320-84.3% | $3,192-78.7% |
| Admin fee / account holder | $234 | $4,264-94.5% | $6,269-96.3% | $4,297-94.5% |